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First and foremost, it is important to remember that faith-based investing is not wholly different than traditional secular investing. The objective is to invest with purpose and deliver compelling returns at a desirable level of risk which directly tie to investor goals. Faith-based investing differs only in the manner in which those investor goals are pursued; namely it views global markets through a lens that opts for investments that align with the values and teachings of faith-namely the sanctity of life, family, stewardship, health, and safety.
Faith-Based investors seek to invest upon a foundation of moral criteria which aims to avoid business involvement that is contrary to their religion's teachings, such as alcohol, gambling, or abortion.
Although faith-based investing is often associated with Christian values, it isn't limited to Christian investors. Because every religion has a set of values and beliefs about what kind of activities should be promoted and which should be avoided, faith-based investing gives these investors an opportunity to put those beliefs into action.
As of September 2021, the U.S. Conference of Catholic Bishops (USCCB) does not officially endorse specific investment guidelines. However, they have provided general principles that Christians and Catholics alike might consider when making investment decisions in line with Catholic social teaching. These principles are often rooted in the belief in human dignity, solidarity, and the common good. Here are some key points that might be relevant to Catholic values investing:
It's important to note that these principles are not fixed or universally agreed upon, and interpretations might vary. Christians interested in aligning their investments with their faith should consult with financial advisors who specialize in ethical and socially responsible investing, as well as with their local religious leaders for guidance specific to their circumstances. Since guidelines and recommendations might have evolved after my last update, I recommend checking with the USCCB or other Catholic sources for any updates beyond September 2021.
We design customized strategies that aligns investor dollars with their religious values in not wanting to support certain personal or social aspects of society and the global economies in large.
*Planning fee(s) can be billed monthly, quarterly, or annually depending on the interest of the client. Subscription-based agreements are year-long commitments and auto renew each year unless 30-day notice of cancellation is provided. The annual fee is expected to be paid if agreement is broken before the monthly payments are satisfied for the year.